Jason Lee Sr. is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fountainhead Capital Management, Morgan Stanley Private Bank, Merrill, and Bank of America. Lido advises a broad range of clients including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that incorporates equities, fixed income, alternatives, and defined-risk option strategies, while offering a diverse set of affiliated services such as trust, tax, insurance, and brokerage.

Syauching Hung is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has worked at Independent Financial Group since 2015, with prior roles at VOYA Financial Advisors, Inc. and Legacy Advisory Services, Inc. Hung is also an independent contractor for JC Planning, a DBA focused on the sale of insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, employing both firm- and third-party investment models with a combination of active and passive strategies.

Matthew Ross is a financial advisor at Lido with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at LPL Financial LLC and Exchange Capital Management Inc. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and manages approximately $42.5 billion in assets.

Ryder Haupt is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cambridge Associates and Elevate Financial Partners, as well as multiple engagements at the University of Michigan. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a combination of macro and manager research with access to alternative investments through platforms like iCapital.

Jason Lefton is a financial advisor at MAI Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors, First Republic Securities Company, and Luminous Capital. He is based in Los Angeles, CA. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets, offers a range of investment strategies, and integrates financial planning and tax services into client relationships.

Alfonso Aguilar Jr. is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior work includes roles at Guardian Life and Northwestern Mutual. He is also the successor trustee of the Aguilar Family Living Trust. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and other entities. The firm distinguishes between one-time financial planning services and ongoing discretionary management, operating within a vertically integrated group that employs affiliated funds and applies a fiduciary standard to its registered investment adviser services.

John Almaguer Jr. is a financial advisor at Independent Financial Group, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Entertainment Wealth Management, Ids Life Insurance Company, and Enterprise Leasing. Independent Financial Group provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation with active and passive investment approaches.

Alex Angulo is a financial advisor at Lido with one year of industry experience. He holds a Series 65 credential and has previously worked at Beacon Pointe Advisors and served in academic roles at the University of San Diego and Olympian High School. Lido advises a diverse range of clients including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and maintains a notable role as sub-adviser to the VanEck U.S. Equity Buffer ETF.

Rachel Baroma is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Valic Financial Advisors since 2009 and is currently affiliated with Agia. Outside of advising, she is a licensed independent insurance agent with Midland Life & Annuity but does not solicit new business in that role. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts implemented through Envestnet’s platform and third-party model managers.

Aleksandra Tukan is a Series 66-licensed financial advisor with three years of industry experience. She currently practices at Mariner and previously worked at NewEdge Advisors, LLC, Jefferies LLC, and InnoVise Family Wealth Advisors. Outside of her primary role, she provides advisory services through NewEdge Advisors under the name Wealth Conscious Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and it provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities uncommon in large advisory enterprises.

Ralph Heckert is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Outside of his advisory work, he is a financial investor with a 50% ownership stake in a safety shoe business. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager "Capital System" and a long-term investment approach focused on fundamental research. The firm offers access to separately managed accounts, affiliated funds, and alternative strategy funds, serving a range of clients including corporate and pension plans.

Henry Chaussee is a CFP® and Series 65-licensed advisor at Lido with one year of industry experience. He previously worked at Stuart Chaussée & Associates, Inc. and has a background including roles at the University of Georgia and educational institutions such as College for Financial Planning/Kaplan and Rice University. Lido serves a diverse clientele including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management model that incorporates a range of asset classes and tactical option strategies, and it maintains an active role in sub-advisory and investment-company management.

Feng Shen is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wedbush Securities, UBS Financial Services, and Merrill. He is involved in managing the investments of his family trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Sophia Laohasongkram is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at multiple firms, including LSPN Pro, LLC and DebtMerica. Outside of her advisory work, she is involved in business financing referrals through Funding Suite and supports merchant services with Global Merchant Innovations LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through a variety of proprietary and third-party investment programs.

Jack Suzar is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2021. Prior to this, he was associated with Bel Air Investment Advisors LLC and related entities for over two decades. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients through a network of Advisor Practices. The firm’s approach emphasizes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, offering diverse portfolio construction options including mutual funds, ETFs, and alternative investments.

Nassif Dow is a financial advisor with Citigroup Global Markets in Los Angeles, CA. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing Services, and U.S. Bancorp Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and has a distinctive combination of large institutional scale and specialized market roles.

Jason Ozur is a financial advisor at Lido with 16 years of industry experience. He holds a Series 65 credential and has been with Lido since 2015. Ozur serves as a board member of Palladius Capital Management and participates in several governing boards of Lido-affiliated entities without compensation. Lido serves a diverse range of clients including high-net-worth individuals, family offices, trusts, estates, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical option strategies and offers a broad array of affiliated capabilities such as trust, tax, insurance, and brokerage services.

Moustapha Akkari Sr. is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 63 designation and 29 years of industry experience. He has been with GWN Securities since 2005 and has also worked as a self-employed advisor since 1998. Outside of his advisory role, he serves as the secretary for the South Pasadena Masonic Lodge, a nonprofit fraternal organization. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of discretionary portfolio management, model portfolios, and tactical strategies including market-timing and momentum-based approaches.

Chong Shim is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at firms including The Leaders Group Inc, Ameritas Advisory Services, and Prudential Insurance Company of America. Outside of his advisory work, he has been involved in senior health insurance consulting through a separate business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Thomas Bartling is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Aspiriant, Platt Wealth Management, San Diego County Credit Union, and Union Bank. Bartling serves on the Board of Directors for the Financial Planning Association of Central Florida and is employed part-time in a food and beverage role at Eden Abbey Brewing Community. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm manages approximately $42.5 billion in assets, offering integrated wealth management with a range of investment strategies and affiliated services such as trust, tax, and insurance.